Thought Leadership By Our Team

Make sure you aren't overlooking some strategies and potential tax benefits, especially for non-working spouses and children.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

Getting ready to retire is exciting, but where will you spend your retirement years? Here's the top ten places for relaxing in the United States.

A Roth IRA offers tax-free growth, making it a very attractive vehicle for young investors to take advantage of decades of compounding. If a child has earned income (reported on a tax return) from a summer job or other work, a full or partial Roth contribution may be an option. Earned income does not include interest or dividends.